Financial wellness consulting
Having adequate finances plays a critical role in our lives. Not knowing how to successfully manage this can fundamentally impact our wellbeing.
We educate groups on how to effectively manage their finances and consult with individuals on how they can achieve financial wellness. Topics we cover include:
- How to increase savings
- Adequate health and life insurance
- Income sources during retirement
- Utilizing tax breaks and government grants
- Wise use of credit
- Forms of investment
- Estate planning